+50.6%
ROK vs MNDY
-50.4%
+101.0%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +5.0% | -6.1% | -1.7% |
| 7D | -1.6% | -12.5% | +10.9% | 0.0% |
| 30D | -5.4% | -2.6% | -2.8% | -5.5% |
| 3M | -4.0% | +4.2% | -8.2% | -5.5% |
| 6M | +13.3% | +9.8% | +3.6% | +9.5% |
| YTD | +9.3% | -42.3% | +51.6% | +18.2% |
| 1Y | +25.8% | -54.5% | +80.4% | +41.2% |
| All | +50.6% | -50.4% | +101.0% | +64.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded MNDY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling